[open-ils-commits] [GIT] Evergreen ILS branch rel_3_0 updated. bb5ff7a51cca821ee59ee9b9e368665f4f6a5176
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- Log -----------------------------------------------------------------
commit bb5ff7a51cca821ee59ee9b9e368665f4f6a5176
Author: Morkor Quarshie <msq2 at students.calvin.edu>
Date: Wed Feb 28 16:27:05 2018 -0500
Docs: Update Authorities.adoc
- Revised instructions to match web client.
- Added new screenshots.
- Improved instructions for "Non-filing indicator".
- Minor line formatting changes.
Signed-off-by: Remington Steed <rjs7 at calvin.edu>
diff --git a/docs/admin/authorities.adoc b/docs/admin/authorities.adoc
index e0932ce..5a77a99 100644
--- a/docs/admin/authorities.adoc
+++ b/docs/admin/authorities.adoc
@@ -7,7 +7,7 @@ Authority Control Sets
The tags and subfields that display in authority records in Evergreen are
proscribed by control sets. The Library of Congress control set is the default
-control set in Evergreen. In Evergreen release 2.2, you can create customized
+control set in Evergreen. You can create customized
control sets for authority records. Also, you can define thesauri and authority
fields for these control sets.
@@ -21,17 +21,17 @@ default. The control sets feature enables librarians to add or customize new
control sets.
To access existing control sets, click *Administration* -> *Server Administration* ->
-*Authorities* -> *Control Sets*.
+*Authority Control Sets*.
+
+image::media/Authority_Server_Admin_Menu.png[Server administration authority actions]
Add a Control Set
^^^^^^^^^^^^^^^^^
-. Click *Administration* -> *Server Administration* -> *Authorities* -> *Control Sets*.
+. Click *Administration* -> *Server Administration* -> *Authority Control Sets*.
. Click *New Control Set*.
-. Add a *Name* to the control set. Enter any number
-of characters.
-. Add a *Description* of the control set. Enter any number of
-characters.
+. Add a *Name* to the control set. Enter any number of characters.
+. Add a *Description* of the control set. Enter any number of characters.
. Click *Save*.
image::media/Authority_Control_Sets1.jpg[Authority_Control_Sets1]
@@ -46,17 +46,16 @@ Subj in the authority record. Eleven thesauri associated with the Library of
Congress control set exist by default in the staff client.
To access an existing thesaurus, click *Administration* -> *Server Administration* ->
-*Authorities* -> *Control Sets*, and choose the hyperlinked thesaurus that you
-want to access, or click *Administration* -> *Server Administration* -> *Authorities* ->
-*Thesauri*.
+*Authority Control Sets*, and choose the hyperlinked thesaurus that you
+want to access, or click *Administration* -> *Server Administration* -> *Authority Thesauri*.
Add a Thesaurus
^^^^^^^^^^^^^^^
-. Click *Administration* -> *Server Administration* -> *Authorities* -> *Control Sets*,
+. Click *Administration* -> *Server Administration* -> *Authority Control Sets*,
and choose the hyperlinked thesaurus that you want to access, or click *Admin*
--> *Server Administration* -> *Authorities* -> *Thesauri*.
+-> *Server Administration* -> *Authority Thesauri*.
. Click *New Thesaurus*.
. Add a *Thesaurus Code*. Enter any single, upper case character.
This character will be entered in the fixed fields of the MARC record.
@@ -79,7 +78,7 @@ tag in the bibliographic record that would contain the same data.
Create an Authority Field
^^^^^^^^^^^^^^^^^^^^^^^^^
-. Click *Administration* -> *Server Administration* -> *Authorities* -> *Control Sets*.
+. Click *Administration* -> *Server Administration* -> *Authority Control Sets*.
. Click *Authority Fields*. The number in parentheses indicates the number of
authority fields that have been created for the control set.
. Click *New Authority Field*.
@@ -87,14 +86,15 @@ authority fields that have been created for the control set.
. Add a *Description* to describe the type of data that should be entered in
this tag. Enter any number of characters.
. Select a *Main Entry* if you are linking the tag(s) to another entry.
-. Add a *tag* in the authority record.
+. Add a *Tag* in the authority record.
. Add a subfield in the authority record. Multiple subfields should be entered
without commas or spaces.
-. Add either a value of 1, 2, or leave empty if not applicable for the *Non-filing
-indicator* field to denote the which will be the non-filing indicator.
+. Add a *Non-filing indicator* (either 1 or 2) to denote which indicator
+contains non-filing information. Leave empty if not applicable.
+
. Click *Save*.
+
-image::media/Authority_Control_Sets3.jpg[Authority_Control_Sets3]
+image::media/Authority_Control_Sets_Fields_Edit.png[Authority Fields edit form]
+
. Create the corresponding tag in the bibliographic record that should contain
this information. Click the *None* link in the *Controlled Bib Fields* column.
@@ -117,7 +117,7 @@ axes.
Create a new Browse Axis
^^^^^^^^^^^^^^^^^^^^^^^^
-. Click *Administration* -> *Server Administration* -> *Authorities* -> *Browse Axes*
+. Click *Administration* -> *Server Administration* -> *Authority Browse Axes*
. Click *New Browse Axis*.
. Add a *code*. Do not enter any spaces.
. Add a *name* to the axis that will appear in the OPAC. Enter any number of
@@ -129,9 +129,12 @@ the results will be displayed.
image::media/Authority_Control_Sets5.jpg[Authority_Control_Sets5]
. Assign the axis to an authority so that users can find the authority record
when browsing authorities. Click *Administration* -> *Server Administration* ->
-*Authorities* -> *Control Sets*.
+*Authority Control Sets*.
. Choose the control set to which you will add the axis. Click *Authority
-Fields*
+Fields*.
++
+image::media/Authority_Control_Sets_Fields.png[Authority fields link]
+
. Click the link in the *Axes* column of the tag of your choice.
. Click *New Browse Axis-Authority Field Map*.
. Select an *Axis* from the drop down menu.
diff --git a/docs/media/Authority_Control_Sets_Fields.png b/docs/media/Authority_Control_Sets_Fields.png
new file mode 100644
index 0000000..999f791
Binary files /dev/null and b/docs/media/Authority_Control_Sets_Fields.png differ
diff --git a/docs/media/Authority_Control_Sets_Fields_Edit.png b/docs/media/Authority_Control_Sets_Fields_Edit.png
new file mode 100644
index 0000000..e956a11
Binary files /dev/null and b/docs/media/Authority_Control_Sets_Fields_Edit.png differ
diff --git a/docs/media/Authority_Server_Admin_Menu.png b/docs/media/Authority_Server_Admin_Menu.png
new file mode 100644
index 0000000..fe01149
Binary files /dev/null and b/docs/media/Authority_Server_Admin_Menu.png differ
-----------------------------------------------------------------------
Summary of changes:
docs/admin/authorities.adoc | 43 +++++++++++----------
docs/media/Authority_Control_Sets_Fields.png | Bin 0 -> 15879 bytes
docs/media/Authority_Control_Sets_Fields_Edit.png | Bin 0 -> 68109 bytes
docs/media/Authority_Server_Admin_Menu.png | Bin 0 -> 16885 bytes
4 files changed, 23 insertions(+), 20 deletions(-)
create mode 100644 docs/media/Authority_Control_Sets_Fields.png
create mode 100644 docs/media/Authority_Control_Sets_Fields_Edit.png
create mode 100644 docs/media/Authority_Server_Admin_Menu.png
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